Description
Audit Interview Tips and Client Relationship Builders – Video Course includes an online video and self study e-book for 3 hours of CPE credit.
This short video course shares over 30 audit interview tips and techniques for building and maintaining productive client relationships. Let Leita Hart-Fanta, an auditor with over 35 years of audit experience, share her wisdom and help you avoid common pitfalls that damage client relationships.
Interviews are often the most frequent interaction with the client and should be carefully planned and orchestrated in order to get the information you need while keeping the client calm and cooperative.
Course objectives:
- Identify the 7 skills to improve audit interviews
- Identify techniques to build better relationships with audit clients
- Recognize methods to improve the likelihood that your audit recommendations are implemented
- Sequence the steps of an audit interview
Program level: Basic
Instructional method: Video with online qualified assessment. QAS SS
NASBA Category of Study: Auditing (Governmental)
Advance preparation: None
Prerequisites: None
Who should attend: Auditors
CPE Credit Hours: 3
Author: Leita Hart-Fanta, CPA
This course is also included in the Creating a Productive Auditor & Auditee Relationship Bundle and the Essentials Skills Bundle.
This course does qualify for the 24 hour Yellow Book CPE requirement.
Questions? You can find our FAQ here and our policies here.
What People Say About This Course
“I love how the video presenter spoke and used examples that were real. Where was this training back when I started in Audit? :)” – University Auditor
“Each of the seven skills were discussed thoroughly leaving me confident in my ability to apply these skills to future interviews.” – State Regulatory Auditor
“I learned it’s ok to deviate from the checklist.” – Not-For-Profit Internal Auditor
“I am a person who tends to react quickly. I hope to put the tools I learned from this course to use. I also liked the examples that the lecturer used. She is a good storyteller.” – CPA in Public Practice
“It is good to learn that you should ask them if they understand the risk and if they have any recommendations about it. It makes sense to ask them, since they are the expert.” – State Agency Internal Auditor
“I learned to prepare for the interview by reviewing the auditee’s website. Work to maintain credibility with the auditee. Ensure the auditee is comfortable.” – Inspector General
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